Estate Planning & Insurance Advisor

Location: On the road

Job Type: Full-time, Contract

Salary: $150,000.00 - $500,000.00 per year

Company Overview

Secure Income Management, a two-time Inc. 5000 Fastest Growing Companies honoree, is rapidly expanding its footprint across California. We operate an advisor-first platform designed to take 100% of the marketing and prospecting burden off your shoulders by providing high-intent, pre-scheduled client appointments directly on your calendar. In this role, you will meet with local clients who have already established a living trust to review their estate plans and deliver "safe money" income protection solutions.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.